Private Wealth Strategies, L.L.C. Wisdomtree Tr Us Small Cap Qua Call Options Transaction History
Private Wealth Strategies, L.L.C.
- $490 Million
- Q2 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DGRS
# of Institutions
116Shares Held
4.91MCall Options Held
100Put Options Held
3K-
Lpl Financial LLC Fort Mill, SC502KShares$28 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.487KShares$27.2 Million1.22% of portfolio
-
Morgan Stanley New York, NY412KShares$23 Million0.0% of portfolio
-
Ubs Group Ag320KShares$17.9 Million0.0% of portfolio
-
Venturi Wealth Management, LLC Austin, TX251KShares$14 Million0.73% of portfolio